Display Login user hierarchy in home page

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Posted on by litonn

913

does anyone know hot to display login user hierarchy in the home page in supported or unsupported way. I'm using CRM online so not sure even if it is possible

Thanks

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LeoAlt 16,331 on at

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RE: Display Login user hierarchy in home page

Hi litonn,

If your home page means dashboard, of course we can embed a web resource to a dashboard.

Just open Customization and select a default dashboard that you want to display the hierachy page.

The popup setting interface is similar to form editor, click Web resource to add our page.

3.Finaly result:

Please read this detailed tutorial step-by-step:

https://www.c5insight.com/Resources/Blog/tabid/148/entryid/271/non-developers-guide-how-to-use-web-resources-for-dashboards-in-dynamics-crm.aspx

For web resource itself, we could take Ketan's anwser as reference,

and many thanks to Ketan's code!

Best Regards,

Leo
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NODAL 860 on at

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RE: Display Login user hierarchy in home page

Hi Liton,

Follow below steps:

1) Create HTML web resource

<html><head>

<script src="ClientGlobalContext.js.aspx" type="text/javascript"></script>

<script type="text/javascript">

document.onreadystatechange = function () {

if (document.readyState == "complete") {

var clientUrl=parent.Xrm.Utility.getGlobalContext().getClientUrl();

var loggedInUserId=parent.Xrm.Utility.getGlobalContext().userSettings.userId;

var newUrl=clientUrl+"/_root/hierarchy.aspx?etc=8&oId="+loggedInUserId;

var iFrame=document.getElementById("hirerchy");

iFrame.src=newUrl;

}};

</script>

</head><body>

<iframe id="hirerchy" src="about:blank" style='margin:0px;padding:0px;border:currentColor;border-image:none;left:0px;top:0px;width:100%;height:100%;overflow:hidden;position:fixed;z-index:999999'></iframe>

</body></html>

2) In Using SiteMap Editor Add URL of above created webresouce in any sub area

3) Using Personal Option you can select above created sub area as default for your user

4) You can do this same for all users in bulk using xrmtoolbox's User Settings utility

5) Done!
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Pawar Pravin 5,229 on at

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RE: Display Login user hierarchy in home page

I would suggest you to create HTML web resource and add in iframe inside dashboard.

In HTML design you could show hierarchy using js

Also make sure that dashboard should be default home page.